Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,705 | $109,344-30.8% | $89,400-15.3% | $158,950-52.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 71.38% | 345.73%-274.4pp | 245.64%-174.3pp | 302.91%-231.5pp |
| Employer contribution / active EE | $23,734 | $3,170+648.6% | $2,586+817.8% | $4,762+398.4% |
| Participant deferral / active EE | $19,500 | $4,599+324.0% | $3,890+401.2% | $5,983+225.9% |
| Admin fee / account holder | $690 | $6,154-88.8% | $4,882-85.9% | $11,248-93.9% |